Tax returns are complex, confusing, and important, and mistakes can be costly. Truthfully, most clients find tax returns scary. I frequently hear “I don’t want to go to jail.” While that’s unlikely, we’re here to take that scary feeling away. Whatever you throw our way, no matter how complex, we are confident that we can help you with it. Business, personal, trust, etc. We’ll take care of it.

We can handle all of your accounting needs including income & expense tracking, bank and credit card reconciliation, recording payroll, etc. We’ll provide you regular financials, and meet with you as needed, to go over everything. You’ll always have a clear understanding of your company’s financial situation.

One of the most important things you can do is plan and project your takes before the year ends. This smart step provides you with the ability to make decisions and implement tax savings strategies. No matter the complication that’s presented itself, we can plan for it and save you money. Don’t wait until you send in your tax documents in the spring because then it’s too late to save you money!

Are you starting a business but you have no experience doing so? I, and my network of excellent professionals, can you help you with all of these areas. This can include help with entity selection, accounting software implementation, payroll setup, marketing strategies, and more! Through our network of professionals across many industries, we’ve got you covered and we’re ready to be in YOUR corner!

Sales tax is usually an area that causes confusion and frustration, and it’s an area that can land you in a lot of trouble if it’s not handled correctly. We’re here to help! With years of experience preparing and filing sales tax returns, you can rest assured that your returns will be filed on time and accurately.

Are you a tax and/or accounting firm that has too much on its plate? We’re here to provide you with professional outsourcing whether that’s return preparation, return review, accounting projects, and more. Rest assured that your projects will be completed promptly and well. Rates are negotiable.

Have you received a nuisance notice from the IRS or other taxing authority? Are you being audited? We have a proven track record of defending clients and obtaining favorable results for you. If you’re unsure of what to do, or scared, rest assured that we will work diligently to save you money and resolve your troubles.

We can help you decide which version of QuickBooks is most appropriate for you, get it setup, and install it for you (if using the desktop version). Once your company file is setup and ready to be used, we can train you to use it and provide ongoing support once you’re ready to go.